Holistic Planning’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Hold
8,066
0.07% 199
2025
Q1
$230K Hold
8,066
0.08% 173
2024
Q4
$221K Buy
+8,066
New +$221K 0.08% 160